Branch Consultant/ Financial Advisor - Kimberly

Sanlam Developing Markets [SDM]

Kimberly, ZA
On-site
Client service and client retention
Sales delivery and product knowledge
Compliance and quality standards
Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions

Job Summary

  • Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.
  • The role involves promoting Sanlam Retail Mass products, increasing market share through sound financial advice, and client optimization.
  • The company is committed to achieving transformation, embracing diversity, and fostering an inclusive and equitable workplace.

Matching Summary

Sanlam Developing Markets aims to understand unique client requirements and offers simple, affordable financial solutions.

Skills & Requirements

Must-have

  • Client service and client retention
  • Sales delivery and product knowledge
  • Compliance and quality standards
  • Monthly planning and reporting

Nice-to-have

  • Business insight and decision quality
  • Builds effective teams and plans
  • Cultivates innovation and customer focus
  • Drives results and collaborates
  • Being resilient

Key Requirements

  • 1-year sales or marketing experience
  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management)
  • Class of Business training within 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter